WESPAC Advisors SoCal’s WPP WPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-825
| Closed | -$65K | – | 255 |
|
|
2018
Q1 | $65K | Sell |
825
-625
| -43% | -$49.2K | 0.04% | 107 |
|
|
2017
Q4 | $131K | Hold |
1,450
| – | – | 0.07% | 92 |
|
|
2017
Q3 | $134K | Sell |
1,450
-50
| -3% | -$4.62K | 0.08% | 100 |
|
|
2017
Q2 | $158K | Buy |
1,500
+50
| +3% | +$5.27K | 0.1% | 94 |
|
|
2017
Q1 | $159K | Sell |
1,450
-225
| -13% | -$24.6K | 0.1% | 92 |
|
|
2016
Q4 | $185K | Sell |
1,675
-225
| -12% | -$24.9K | 0.12% | 86 |
|
|
2016
Q3 | $224K | Hold |
1,900
| – | – | 0.15% | 80 |
|
|
2016
Q2 | $199K | Buy |
+1,900
| New | +$199K | 0.13% | 77 |
|